Purchases and Sales Made in Q2 2023 in Ecofin Sustainable & Social Impact Term Fund (TEAF)
This table provides information about the institutional ownership of Ecofin Sustainable & Social Impact Term Fund (TEAF) during Q2 2023. The information is specifically focused on institutions that hold shares of ECOFIN SUSTAINABLE & SOCIAL IMPACT TERM FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
98.4KNew |
$1.21M - $1.3M
|
98.4K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.1K+ 21.16% |
$800K - $858K
|
373K
$4.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
37.5K+ 54.89% |
$461K - $495K
|
106K
$1.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.2K+ 40.01% |
$273K - $293K
|
77.8K
$936K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19KNew |
$234K - $251K
|
19K
$229K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.9KNew |
$147K - $157K
|
11.9K
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.91K+ 1.85% |
$122K - $131K
|
545K
$6.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
8.08KNew |
$99.2K - $106K
|
8.08K
$97.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.05K+ 13.03% |
$86.5K - $92.9K
|
61.1K
$735K
|
|
|
Aug 11, 2023
Q2 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
7.01K+ 27.38% |
$86.1K - $92.4K
|
32.6K
$392K
|
|
|
Aug 02, 2023
Q2 2023
|
Matisse Capital
|
BUY
|
- |
3.84K+ 24.16% |
$47.1K - $50.6K
|
19.7K
$237K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.64K+ 22.4% |
$32.4K - $34.8K
|
14.4K
$173K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.34K+ 6.41% |
$28.7K - $30.8K
|
38.8K
$467K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.84K+ 4.05% |
$22.5K - $24.2K
|
47.1K
$567K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 10.5% |
$16.8K - $18K
|
14.4K
$173K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
775+ 1.13% |
$9.52K - $10.2K
|
69.5K
$836K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
500+ 0.77% |
$6.14K - $6.59K
|
65.4K
$787K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
300+ 0.63% |
$3.68K - $3.95K
|
48.1K
$578K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
199+ 0.58% |
$2.44K - $2.62K
|
34.7K
$417K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
156+ 0.07% |
$1.92K - $2.06K
|
209K
$2.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
40+ 14.76% |
$491 - $527
|
311
$3.74K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
7+ 1.53% |
$86 - $92.3
|
464
$5.58K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 3.7% |
$12.3 - $13.2
|
28
$337
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 3.7% |
$12.3 - $13.2
|
28
$337
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 1.23% |
$24.6 - $26.4
|
160
$1.92K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-79- 0.07% |
$970 - $1.04K
|
110K
$1.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-92- 18.85% |
$1.13K - $1.21K
|
396
$4.76K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-95- 0.43% |
$1.17K - $1.25K
|
21.8K
$263K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-500- 1.12% |
$6.14K - $6.59K
|
44K
$529K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.25K- 7.93% |
$15.3K - $16.4K
|
14.5K
$174K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.5K- 7.83% |
$18.4K - $19.8K
|
17.7K
$212K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.5K- 60.0% |
$18.4K - $19.8K
|
1K
$12K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.17K- 12.25% |
$26.6K - $28.5K
|
15.5K
$187K
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.7K- 2.58% |
$33.1K - $35.5K
|
102K
$1.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.95K- 2.15% |
$36.2K - $38.9K
|
134K
$1.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.03K- 1.49% |
$37.1K - $39.9K
|
199K
$2.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.85K- 7.58% |
$59.6K - $63.9K
|
59.2K
$712K
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-5.67K- 0.51% |
$69.7K - $74.8K
|
1.1M
$13.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.89K- 16.15% |
$72.4K - $77.7K
|
30.6K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-6.06K- 0.68% |
$74.4K - $79.9K
|
889K
$10.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.1K- 14.52% |
$185K - $199K
|
88.9K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-25.6K- 28.67% |
$315K - $338K
|
63.8K
$767K
|